Schroder Strategic Credit – Victoria Hasler
Square Mile typically rate between 250 and 300 funds from a universe of around 2,800 funds. The ratings process is fuelled by a qualitative approach that focuses on the fundamentals: manager and environment, investment philosophy and objectives, investment process, portfolio construction, management of risk and value for money. Square Mile’s team of qualitative researchers work […]
PA ANALYSIS: Turning the screw on fund ratings firms
Nearly three months on from the Financial Conduct Authority’s final report on its ‘Asset Management Market Study’, the screws look set to tighten for one of the sector’s key ancillary businesses.
Square Mile adds fourteen trackers to ‘recommended’ list
Fourteen trackers that aim to replicate key equity and bond markets have been awarded a “recommended” status by Square Mile Investment Consulting and Research.
Record equities highs raise fears a correction is looming
World markets may have hit record highs on Thursday but some professional investors fear a correction in prices is waiting in the wings.
Haldane wrong to point finger at forecasters – Morningstar’s Kemp
The Bank of England’s Andy Haldane was wrong to focus on his profession’s inability to predict the 2008 financial crash as all economic forecasting is ultimately “doomed to failure”, according to Morningstar’s chief investment officer Dan Kemp.
Threesixty teams with Square Mile to launch model portfolios
Financial adviser support services firm Threesixty has appointed Square Mile to launch a range of five ‘outcome-focused’ model portfolios.
Square Mile picks out funds with marathon runner qualities
With the London Marathon only days away, people across the country will be adding an extra bowl of pasta to their dinners in order to get the energy needed for the big race.